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Institutional & Family Asset Management’s Citizens Financial Group CFG Stock Holding History

Institutional & Family Asset Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,546
Closed -$70K – 731
2022
Q1 		$70K Sell
1,546
-233
-13% -$12K 0.01% 226
2021
Q4 		$84K Hold
1,779
– – 0.01% 220
2021
Q3 		$84K Sell
1,779
-579
-25% -$25.4K 0.01% 258
2021
Q2 		$108K Hold
2,358
– – 0.02% 229
2021
Q1 		$104K Buy
2,358
+65
+3% +$2.71K 0.02% 264
2020
Q4 		$82K Sell
2,293
-27
-1% -$847 0.02% 268
2020
Q3 		$59K Sell
2,320
-247
-10% -$6.26K 0.01% 264
2020
Q2 		$65K Buy
2,567
+337
+15% +$7.65K 0.01% 280
2020
Q1 		$42K Buy
2,230
+22
+1% +$718 0.01% 290
2019
Q4 		$90K Sell
2,208
-103
-4% -$3.85K 0.02% 255
2019
Q3 		$82K Sell
2,311
-335
-13% -$11.7K 0.02% 243
2019
Q2 		$94K Buy
2,646
+978
+59% +$34.1K 0.02% 231
2019
Q1 		$54K Buy
+1,668
New +$57.8K 0.01% 316
2018
Q4 		– Sell
-130
Closed -$5K – 826
2018
Q3 		$5K Hold
130
– – ﹤0.01% 605
2018
Q2 		$5K Hold
130
– – ﹤0.01% 604
2018
Q1 		$5K Buy
+130
New +$5.84K ﹤0.01% 586

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Institutional & Family Asset Management's CFG Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of Citizens Financial Group (CFG) in Q2 2022, closing a stake of 1,546 shares — an estimated $70K sold.

Institutional & Family Asset Management first reported a position in CFG in Q1 2018 and held it in 16 quarters. The position peaked at $108K in Q2 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q2 2022.

  • Institutional & Family Asset Management reported no remaining Citizens Financial Group position as of Q2 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,546 Citizens Financial Group shares in Q2 2022, an estimated $70K.
  • Institutional & Family Asset Management first reported a position in Citizens Financial Group in Q1 2018 and held it in 16 quarters.
  • Institutional & Family Asset Management's Citizens Financial Group position peaked at $108K in Q2 2021.
  • 748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.